See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,579 | $167,307+68.3% | $143,757+95.9% | $134,475+109.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -10.24% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,224 | $5,619-60.4% | $4,951-55.1% | $4,740-53.1% |
| Participant deferral / active EE | $9,305 | $6,446+44.4% | $5,637+65.1% | $6,400+45.4% |
| Admin fee / account holder | $50,241 | $18,088+177.8% | $14,673+242.4% | $11,426+339.7% |